401(k) · DOL Form 5500 · 2024

New Horizons Supply Cooperative 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
94
Participants Small participant base
53rd
Percentile by assets National rank
$95,558
Avg per participant Below avg balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by New Horizons Supply Cooperative · Wisconsin · Retail Trade

$9M in assets, 94 participants

New Horizons Supply Cooperative's Co-Op 401(k) Plan reported $9M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,140 in Retail Trade (8,048 peers)

New Horizons Supply Cooperative multi-year trail

New Horizons Supply Cooperative's plans moved +34.0% in assets from 2022 to 2024; this filing shows Co-Op 401(k) Plan at $9M / 94 participants.

#5,140
in Retail Trade (8,048 peers)
+10.7%
assets growth YoY

Co-Op 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Co-Op 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,982,463 Top 47% higher than 53% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Co-Op 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Co-Op 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Co-Op 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $867K in the plan year 2024 filing.
  • Co-Op 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Co-Op 401(k) Plan reported participants rose from 92 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391663129 · New Horizons Supply Cooperative PY 2024 · 401(k)

Co-Op 401(k) Plan · $9M · 94 · 53rd

  • SCH $9M
  • SCH 94
  • SCH 53rd
  • SCH 401(k)
  • SCH near The Thornhill Companies 401(k) Plan
  • SCH ind #5140

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Wisconsin →

Co-Op 401(k) Plan in the asset neighbourhood

Co-Op 401(k) Plan$9MThe Thornhill Companies 401(k) PlanThe Thornhill Companies 401(…$9MRecode Therapeutics 401(k) PlanRecode Therapeutics 401(k) P…$9MMagnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) PlanMagnolia Orthopaedics & Spor…$9MGoodwill Industries of Fort Worth 401(k) PlanGoodwill Industries of Fort …$9M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Horizons Supply Cooperative multi-year asset trail

Sponsor-wide plan assets over time

All New Horizons Supply Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.00287057484746% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.7M $8.98M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 94 $7M
2023 1 92 $8M
2024 1 94 $9M

New Horizons Supply Cooperative filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$867K
Employer EIN391663129
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.008982463 · Participants: 94Co-Op 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

Co-Op 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Thornhill Companies 401(k) Plan in CA ($9M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Co-Op 401(k) Plan assets move in 2024? ▼
Co-Op 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $8M to $9M. Reported net income was $867K.
How have New Horizons Supply Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Horizons Supply Cooperative's sponsor-wide assets grew 34.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Thornhill Companies 401(k) Plan in CA ($9M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391663129.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.